Advanced Filtering

Sandspit's advanced filtering lets you create precise views of your submittals. Combine multiple filters, save them for later, and share them with your team.

---

Filter Bar

The filter bar sits above the submittal grid and provides quick access to all filtering options. Click any filter dropdown to select values.

Key features of the filter bar:

• Multi-select — Select multiple values for any filter
• Active filter badges — See all active filters at a glance
• Clear all — Reset all filters with one click
• Filter count — See how many items match your filters

---

Available Filters

Filter your submittals by any of these criteria:

Filter	Description	Options
Project	Filter by project	All imported projects
Status	Workflow status	Draft, Open, Pending, Approved, Rejected, Closed
Type	Submittal type	Shop Drawing, Product Data, Sample, etc.
Ball in Court	Responsible party	Company names, "My Company"
Spec Section	Specification section	All spec sections in your projects
Company	Responsible contractor	All companies in your projects
Due Date	Response due date	Date range, Overdue, Due Soon
Private	Visibility status	Yes, No
Current Revision	Revision flag	Yes, No

---

Combining Filters

Filters work together using AND logic. When you apply multiple filters, only submittals matching ALL criteria are shown.

Example: If you select:

• Status: Open
• Ball in Court: Your Company
• Due Date: Overdue

You'll see only submittals that are Open AND where your company is the ball-in-court AND are overdue.

---

Text Search

Use the search box to find submittals by text. Search looks across:

• Submittal number
• Title/name
• Spec section
• Description

Search works in combination with filters. Set your filters first, then use search to narrow down further.

---

Saved Filter Sets

Save your frequently used filter combinations for quick access. Filter sets are saved to your account and available across devices.

Creating a Filter Set

1. Set up your desired filters
2. Click Save Filter Set in the toolbar
3. Give your filter set a descriptive name
4. Click Save

Your filter set now appears in the filter set dropdown for quick access.

Managing Filter Sets

You can:

• Apply — Select from the dropdown to apply instantly
• Update — Modify filters and save over an existing set
• Delete — Remove filter sets you no longer need
• Rename — Change the name of a filter set

---

Common Filter Patterns

Here are some useful filter combinations to get you started:

My Action Items

• Ball in Court: Your Company
• Status: Open, Pending

Shows submittals where your team needs to take action.

Overdue Items

• Due Date: Overdue
• Status: Open, Pending

Shows items past their due date that aren't closed.

Recently Approved

• Status: Approved, Approved as Noted

Shows recently approved submittals for distribution.

Pending Reviews

• Ball in Court: Architect
• Status: Open

Shows items waiting for architect review.

Critical Items Due Soon

• Due Date: Next 7 Days
• Status: Open, Pending

Shows items that need attention this week.